Summer Street Advisors
15 KETCHUM STREET, 2ND FLOOR
WESTPORT, CT 06880
(203) 293-4844 EMAIL


"Within the past year, our firm engaged Summer Street Advisors to assist our company with the review and valuation of a large Real Estate Investment Trust. Summer Street Advisors brought 'hands on' knowledge to this risk focused assignment and designed a highly effective plan to underwrite the markets with the largest concentration of assets. Their seasoned real estate professionals provided an extensive and in-depth asset and market analysis, which allowed our firm to make an informed decision."

DUE DILIGENCE / UNDERWRITING / VALUATION SERVICES


SSA’s independent and discreet due diligence, underwriting and valuation advisory services contribute to our clients making the most informed decisions, supported by thorough analyses and current market conditions. 

  • Perform detailed due diligence/underwriting
  • Value property collateral
  • Review note, mortgage & loan documentation
  • Advise on bid pricing
  • Value loan portfolios
  • Assist with negotiations
  • Review purchase agreements
  • Support closing processes

(click on each expertise to learn more)

UNDERWRITE


Perform Detailed Due Diligence/Underwriting - of portfolios/individual loans:
- determine asset quality (Class A/B/C);
- market-trend analysis;
- capital-reserve validation;
- rent growth and occupancy analysis;
- lease reviews;
- operational / financial / borrower analysis;
- rent and sale comparables;
- environmental review; and
- site inspection.

Value Property Collateral - based on ARGUS or proprietary SSA valuation / discounted cash flow models.

Review Note, Mortgage, and Loan Documentation - coordinate with outside legal/advisory personnel.

PRICE


Advise on Bid Pricing - based on current private-market metrics and public trades recently executed.

Value Loan Portfolios - performing/non-performing.

NEGOTIATE AND CLOSE


Assist with Negotiations - on transaction pricing/adjustments supported by findings of SSA collateral due diligence and valuation by asset class.

Review Purchase Agreements - emphasis on key financial terms and conditions; representations and warranties.

Support Closing Processes - transfer of loan servicing, borrower notifications, and escrow transfers.